KeyBank
KPBLeadInstitutionalAdvisor
“KPB Lead Institutional Advisor at KeyBank. Skills: investment sales, client acquisition, relationship management. Lead new client acquisition. Develop and execute IA strategy”
What You'll Achieve.
new client acquisition; investment sales across designated markets and business segments; broadening and deepening client relationships; delivering exceptional client service; meet sales goals
Industry & Context.
analytical and problem-solving capabilities
Routine and frequent travel to include overnight stay., Ability to routinely and frequently operate a motor vehicle with a valid driver's license., Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
What They're Looking For.
Must Have
10 years of institutional banking, investment management/consulting, or trust experience, with successful sales management.
Nice to Have
Bachelor's Degree in business-related field (accounting, finance, economics, or related)
What You'll Do.
Lead new client acquisition
Develop and execute IA strategy
Design and implement customized portfolios
Deliver holistic solutions
Manage client service delivery
Execute client strategies
Seek client feedback and referrals
How You'll Work.
Team & Collaboration
Partner with the IA Investment Team on portfolio construction and investment solution delivery; Collaborate with local Key Private Bank (KPB) markets to execute IA strategy; Work with Specialized Services and Philanthropic Consultants to address specific client needs; Collaborate with Private Bank Relationship Managers and other team members
Communication Scope
Excellent written and verbal communication skills
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